See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MERCER6 years Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $217,833 |
JEFFREY HOFF10+ years Service code 30 · EIN 51-6067400 300 S. ASHLAND, SUITE 500 · CHICAGO, IL 60607 | Employee (plan) | $207,138 |
RIVERBRIDGE PARTNERS10+ years Filed as: RIVERBRIDGE PARTNERS, LLC Service code 28 1200 IDS CENTER · MINNEAPOLIS, MN 55402 | Investment Management | $141,403 |
ROSANNE LACALAMITA10+ years Service code 30 · EIN 51-6067400 300 S. ASHLAND, SUITE 500 · CHICAGO, IL 60607 | Employee (plan) | $139,400 |
PGIM INVESTMENTS7 years Service code 28 PO BOX 9658 · PROVIDENCE, RI 02940 | Investment Management | $129,815 |
SILVERCREST ASSET MANAGEMENT GROUP10+ years Service code 28 1330 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Investment Management | $129,617 |
Service code 16 3700 KOPPERS STREET · BALTIMORE, MD 21227 | Consulting | $118,786 |
NORTHERN TRUST COMPANY2 years Filed as: THE NORTHERN TRUST CO. Service code 19 · EIN 36-1561860 | Securities Custodian | $95,500 |
THE SEGAL COMPANY7 years Filed as: SEGAL CONSULTING Service code 11 101 N. WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $93,416 |
LEGACY PROFESSIONALS LLP10+ years Filed as: LEGACY PROFESSIONALS Service code 10 · EIN 32-0043599 311 S. WACKER DRIVE, SUITE 4000 · CHICAGO, IL 60606 | Accounting | $77,018 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $803,298-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 56.4%-56.4pp | 0.0%0pp |
| Annual return | 8.47% | 10.71%-2.2pp | 10.48%-2.0pp | 10.71%-2.2pp |
| Employer contribution / active EE | $11,781 | $14,986-21.4% | $34,979-66.3% | $14,986-21.4% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $11-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $3,829-100.0% | - |